Agenda
Whether you’re feeling uncertain about the future, seeking inspiration, or looking for a clear game plan, you’re not alone - and you won’t want to miss the conversations, connections, and strategies waiting for you at RISE West 2025. Hear from policy shapers, capital influencers, and bold voices - all in one place - and walk away with fresh strategies for long-term growth.
New this Year: We are kicking things off with General Session on day one and ending before lunch on the final day to give you more travel flexibility.
11:00 AM 7:00 PM
10:00 AM 6:00 PM
9:00 AM 5:00 PM
8:00 AM 4:00 PM
Stop by the Information Desk to check in for the event, pick up your conference badge, ask questions, and get all the details you need. The RISE team is here to help make your experience smooth and enjoyable!
12:00 PM 6:00 PM
11:00 AM 5:00 PM
10:00 AM 4:00 PM
9:00 AM 3:00 PM
Additional Registration Required (additional fee). Two refreshment breaks and lunch is included with workshop registration.
Join RISE for an in-depth managerial level workshop laying out best practices for an end-to-end method of aligning chart documentation, HCC code capture and audit-readiness at both the provider and health plan levels. There is finally an industry standard through the RISE Institute that shows the “how to” of setting up your department’s workflows, aligning with your provider networks, preparing for RADV audits, and more.
Attendees will walk away with the tools and tactical know-how to:
Deb Curry, MBA, RHIA, CDIP, CCS-P, CRC
Risk Adjustment Programs Director
Medical Mutual
Donna Malone, CPC, CRC, AHCCA, RAP, AAPC Approved Instructor, Director, Risk Capture
Mass General Brigham
12:00 PM 6:00 PM
11:00 AM 5:00 PM
10:00 AM 4:00 PM
9:00 AM 3:00 PM
Additional Registration Required (additional fee). Two refreshment breaks and lunch is included with workshop registration.
Now expanded to a 6-hour deep-dive workshop.
The margin for error in Medicare Advantage has never been smaller—and navigating today’s environment requires more than isolated excellence in departments like quality, risk adjustment, or operations. It requires strategic, cross-functional alignment grounded in shared understanding of how a health plan actually generates revenue, manages risk, and drives sustainable performance.
In this extended session, we’ll guide participants through the foundational building blocks of health plan finance—from the bid, risk adjustment mechanics, and the Star Ratings program to the core financial levers that shape plan revenue and margin.
Then, in the second half of the day, we’ll move from theory to execution—exploring how departments intersect, how to not just break down silos but shatter them for good, and how to build internal business cases that resonate across teams and levels. If you’ve ever struggled to get your initiative funded or wondered how decisions really get made at the enterprise level, this workshop is for you.
Key Takeaways:
This session is ideal for all entry levels across Stars, risk adjustment, operations, compliance, member experience, and finance. Come ready to connect, learn, and leave with a new lens on how to drive outcomes that matter—together.
Jenn Kerfoot
Chief Strategy and Growth Officer
DUOS
Additional speakers to be announced
12:30 PM 3:30 PM
11:30 AM 2:30 PM
10:30 AM 1:30 PM
9:30 AM 12:30 PM
Additional Registration Required (additional fee). A refreshment break and lunch is included with Workshop C registration.
This interactive workshop introduces the Yale Model of Supervision — a nationally recognized framework designed to strengthen supervisory practice, enhance team performance, and improve service delivery across health and human service settings. Participants will explore practical tools and strategies to lead effectively from the middle, support staff development, and navigate change with confidence and clarity.
Scott Migdole, MSW, LCSW
Chief Operating Officer
Yale Behavioral Health &
Yale Program on Supervision
Assistant Clinical Professor
Department of Psychiatry
Yale University School of Medicine
3:30 PM 4:30 PM
2:30 PM 3:30 PM
1:30 PM 2:30 PM
12:30 PM 1:30 PM
3:30 PM 5:00 PM
2:30 PM 4:00 PM
1:30 PM 3:00 PM
12:30 PM 2:00 PM
Additional Registration Required – Free to attend. Lunch will be provided for registered attendees.
Panel - Steady in the Storm: Resilient Leadership Amid Health Care Shifts
Join RISE for an interactive panel discussion and networking opportunity with women leaders.
Attendees will:
Moderator:
To be announced
Panelists:
Shannon Wilson, DrPH
Vice President of Population Health and Health Equity
Priority Health
Invited panelists include:
Christi A. Grimm
Former Deputy Inspector General
OIG
Department of Health and Human Service
Sarah Lechner
SVP, Chief of External Affairs
Hackensack Meridian Health
5:00 PM 6:00 PM
4:00 PM 5:00 PM
3:00 PM 4:00 PM
2:00 PM 3:00 PM
Additional Registration Required – Free to attend.
6:00 PM 6:15 PM
5:00 PM 5:15 PM
4:00 PM 4:15 PM
3:00 PM 3:15 PM
6:15 PM 6:30 PM
5:15 PM 5:30 PM
4:15 PM 4:30 PM
3:15 PM 3:30 PM
6:30 PM 7:20 PM
5:30 PM 6:20 PM
4:30 PM 5:20 PM
3:30 PM 4:20 PM
Healthcare is constantly evolving. Scientific breakthroughs, regulatory shifts, technological advancements and shifting business priorities create a climate of both excitement and uncertainty. In this unpredictable environment, the ability to navigate change isn't just a skill, it's a necessity. For those who do it well, change is a path to opportunity.
Dr. Archelle Georgiou – a nationally recognized physician, healthcare journalist, and consumer advocate – brings a unique lens to the art and science of navigating through uncertainty. From leading healthcare innovation in corporate boardrooms to co-founding a national COVID-19 data initiative, and transitioning across roles in media, medicine, and technology, Dr. Georgiou has pivoted with intention and impact.
In this opening keynote, Dr. Georgiou draws on her multifaceted career—spanning clinical practice, executive leadership, strategic consulting, and national media—to offer a practical framework for embracing change, defining purpose, and making values-driven decisions. Whether you’re leading organizational transformation or charting a new personal path, you’ll leave this session empowered to lead through change with clarity and conviction.
Dr. Archelle Georgiou, M.D.
C-Suite Leader, Advisor, Media Personality, Patient Advocate
7:20 PM 7:25 PM
6:20 PM 6:25 PM
5:20 PM 5:25 PM
4:20 PM 4:25 PM
7:25 PM 8:15 PM
6:25 PM 7:15 PM
5:25 PM 6:15 PM
4:25 PM 5:15 PM
Presented in Partnership with the Camden Coalition
This unique panel brings together patients and caregivers to share their personal journeys, what’s working, what’s not, and where there’s opportunity for improvement.
This candid conversation offers valuable insights for health plans, providers, and innovators committed to improving the member experience. Walk away with firsthand perspectives and actionable takeaways to better serve the Medicare population.
Panelists discuss:
Moderator:
Dr. Archelle Georgiou, M.D.
C-Suite Leader, Advisor, Media Personality, Patient Advocate
Panelists:
Dionne L. Stalling
Patient Advocate
Founder, Executive Director,
Rare and Black
Alan Coker
Patient Advocate, Advisory Member to Various Organizations
Board Member
Advocacy Unlimited and Amplify of CT
Laura Carroll
Rural Storyteller, Social Drivers of Health Champion, Patient Advisor
8:15 PM 8:20 PM
7:15 PM 7:20 PM
6:15 PM 6:20 PM
5:15 PM 5:20 PM
8:20 PM 9:30 PM
7:20 PM 8:30 PM
6:20 PM 7:30 PM
5:20 PM 6:30 PM
Join us for drinks, hors d'oeuvres, lively networking, and fun in the Exhibit Hall to kick off RISE West!
11:00 AM 7:00 PM
10:00 AM 6:00 PM
9:00 AM 5:00 PM
8:00 AM 4:00 PM
Stop by the Information Desk to check in for the event, pick up your conference badge, ask questions, and get all the details you need. The RISE team is here to help make your experience smooth and enjoyable!
11:00 AM 12:00 PM
10:00 AM 11:00 AM
9:00 AM 10:00 AM
8:00 AM 9:00 AM
11:00 AM 8:30 PM
10:00 AM 7:30 PM
9:00 AM 6:30 PM
8:00 AM 5:30 PM
12:00 PM 12:10 PM
11:00 AM 11:10 AM
10:00 AM 10:10 AM
9:00 AM 9:10 AM
12:10 PM 1:00 PM
11:10 AM 12:00 PM
10:10 AM 11:00 AM
9:10 AM 10:00 AM
Carrie Graham, Ph.D.
Research Professor and Director, Medicare Policy Initiative
Georgetown University
Neil Patil, MPP
Health Policy Director, The Medicare Policy Initiative
Georgetown University
1:00 PM 1:45 PM
12:00 PM 12:45 PM
11:00 AM 11:45 AM
10:00 AM 10:45 AM
Join Christi A. Grimm, Deputy Inspector General at the U.S. Department of Health and Human Services, for an engaging fireside chat exploring the future of Medicare Advantage oversight. Drawing on her experience at HHS, Ms. Grimm will offer candid reflections and share key insights into emerging risk areas for plans, providers, and vendors in today’s evolving healthcare landscape.
Moderator:
to be announced
Interviewee:
Christi A. Grimm
Former Deputy Inspector General
OIG
Department of Health and Human Services
(pending final confirmation)
1:45 PM 2:15 PM
12:45 PM 1:15 PM
11:45 AM 12:15 PM
10:45 AM 11:15 AM
2:15 PM 3:00 PM
1:15 PM 2:00 PM
12:15 PM 1:00 PM
11:15 AM 12:00 PM
Join policy experts from Georgetown’s Medicare Policy Initiative for an engaging deep dive into the shifting political terrain for MA plans and risk-bearing provider groups. Building on the morning’s session, bring your questions about new and emerging federal policies—and walk away with strategic insights to help plans and providers thrive in this evolving environment.
Moderator:
to be announced
Carrie Graham, Ph.D.
Research Professor and Director, Medicare Policy Initiative
Georgetown University
Neil Patil, MPP
Health Policy Director, The Medicare Policy Initiative
Georgetown University
2:15 PM 3:00 PM
1:15 PM 2:00 PM
12:15 PM 1:00 PM
11:15 AM 12:00 PM
Panel: From Disruption to Direction - Operational Leadership in the New MA Era
As the Medicare Advantage (MA) landscape undergoes profound shifts, operational leaders are no longer just reacting—they’re redefining how to grow and scale with purpose.
Speakers to be announced
Leading service providers will showcase their offerings in a quick-pitch setting. Evaluate the latest and greatest tech tools to bring back to your organization.
3:00 PM 3:15 PM
2:00 PM 2:15 PM
1:00 PM 1:15 PM
12:00 PM 12:15 PM
Josh Brezovar
Senior Actuarial Analyst
Milliman IntelliScript
3:00 PM 3:15 PM
2:00 PM 2:15 PM
1:00 PM 1:15 PM
12:00 PM 12:15 PM
3:15 PM 4:15 PM
2:15 PM 3:15 PM
1:15 PM 2:15 PM
12:15 PM 1:15 PM
4:15 PM 5:00 PM
3:15 PM 4:00 PM
2:15 PM 3:00 PM
1:15 PM 2:00 PM
4:15 PM 5:00 PM
3:15 PM 4:00 PM
2:15 PM 3:00 PM
1:15 PM 2:00 PM
Melissa Newton Smith
Founder, Senior Advisor
Newton Smith Group
Additional panelists to be announced
5:00 PM 5:05 PM
4:00 PM 4:05 PM
3:00 PM 3:05 PM
2:00 PM 2:05 PM
5:05 PM 5:50 PM
4:05 PM 4:50 PM
3:05 PM 3:50 PM
2:05 PM 2:50 PM
5:05 PM 5:50 PM
4:05 PM 4:50 PM
3:05 PM 3:50 PM
2:05 PM 2:50 PM
Speakers to be announced
5:50 PM 6:20 PM
4:50 PM 5:20 PM
3:50 PM 4:20 PM
2:50 PM 3:20 PM
6:20 PM 7:05 PM
5:20 PM 6:05 PM
4:20 PM 5:05 PM
3:20 PM 4:05 PM
Speakers to be announced
6:20 PM 7:05 PM
5:20 PM 6:05 PM
4:20 PM 5:05 PM
3:20 PM 4:05 PM
Speakers to be announced
7:05 PM 7:15 PM
6:05 PM 6:15 PM
5:05 PM 5:15 PM
4:05 PM 4:15 PM
7:15 PM 8:30 PM
6:15 PM 7:30 PM
5:15 PM 6:30 PM
4:15 PM 5:30 PM
Join us for drinks, hors d’oeuvres, and face-to-face networking with peers in the Exhibit Hall.
Also, join interactive roundtables featuring the latest technologies and solutions for boosting your organization's endeavors. These speed-networking type presentations are 20 minutes long, allowing you to make your way to several roundtables per session.
11:00 AM 2:00 PM
10:00 AM 1:00 PM
9:00 AM 12:00 PM
8:00 AM 11:00 AM
Stop by the Information Desk to check in for the event, pick up your conference badge, ask questions, and get all the details you need. The RISE team is here to help make your experience smooth and enjoyable!
11:00 AM 12:00 PM
10:00 AM 11:00 AM
9:00 AM 10:00 AM
8:00 AM 9:00 AM
11:00 AM 2:15 PM
10:00 AM 1:15 PM
9:00 AM 12:15 PM
8:00 AM 11:15 AM
12:00 PM 12:10 PM
11:00 AM 11:10 AM
10:00 AM 10:10 AM
9:00 AM 9:10 AM
12:10 PM 1:00 PM
11:10 AM 12:00 PM
10:10 AM 11:00 AM
9:10 AM 10:00 AM
As the U.S. population continues to age and the Medicare Advantage market experiences sustained growth, investors are closely monitoring emerging models in care delivery, technology integration, and value-based service strategies.
In this timely and insightful discussion, a panel of leading healthcare investors examine the current landscape of healthcare and the key factors driving investment decisions.
From market trends and policy shifts to opportunities in scalable innovation, get insights into where capital is being deployed—and the rationale behind those choices.
Moderator:
Jenn Kerfoot
Chief Strategy and Growth Officer
DUOS
Panelists:
Rachel Kern
Senior Vice President
First Trust Capital Partners
Charlotte Black
Principal
Oak HC/FT
Ray Jang
Principal
Primetime Partners
1:00 PM 1:50 PM
12:00 PM 12:50 PM
11:00 AM 11:50 AM
10:00 AM 10:50 AM
Speakers to be announced
1:50 PM 2:15 PM
12:50 PM 1:15 PM
11:50 AM 12:15 PM
10:50 AM 11:15 AM
2:15 PM 3:00 PM
1:15 PM 2:00 PM
12:15 PM 1:00 PM
11:15 AM 12:00 PM
Moderator:
To be announced
Speaker:
Bennett B. Borden
Founding Partner and CEO
Clarion AI Partners
2:15 PM 3:00 PM
1:15 PM 2:00 PM
12:15 PM 1:00 PM
11:15 AM 12:00 PM
Ari Yampolsky
Founding Partner
Whistleblower Partners
Additional speakers to be announced
3:00 PM 3:05 PM
2:00 PM 2:05 PM
1:00 PM 1:05 PM
12:00 PM 12:05 PM
3:05 PM 3:50 PM
2:05 PM 2:50 PM
1:05 PM 1:50 PM
12:05 PM 12:50 PM
Kaitlin Bates, Pharm D.
Manager, ARHOME Quality
Arkansas Blue Cross and Blue Shield
Jessica Graves
ARHOME Quality Program Coordinator
Arkansas Blue Cross and Blue Shield
3:05 PM 3:50 PM
2:05 PM 2:50 PM
1:05 PM 1:50 PM
12:05 PM 12:50 PM
Hear from plans that have undergone RADV audits and walkaway with tips for RADV audit readiness, with:
Speakers to be announced
3:50 PM 4:00 PM
2:50 PM 3:00 PM
1:50 PM 2:00 PM
12:50 PM 1:00 PM